Inside Sales Executive

New York, NY /
US – Sales Development /
Join the Ocrolus rocket ship!

Ocrolus is the leading intelligent automation platform that helps customers make faster and more accurate decisions. Ocrolus transforms documents into digital data and analytics within minutes. That’s why partners like PayPal, Plaid, and Square work with us. Ocrolus has raised over $100 million in venture capital, backed by Oak HC/FT, FinTech Collective, Bullpen Capital, and QED Investors, among others. Business Insider recognized Ocrolus for Best Company Culture and Best Company CEO, as voted on by employees via Comparably.

Ocrolus’ practice continues to expand rapidly. We are seeking a qualified Inside Sales Executive with experience selling SaaS-based software solutions. Candidates will be assigned named accounts while holding the responsibility of sourcing new accounts within the designated territory. Rep will be responsible for all sales-related activity in their territory, including responding to inbound inquiries, converting free trial users, and sourcing pipeline via outbound efforts.


    • Developing a solid working knowledge of the Ocrolus solution and the benefits we provide to prospects across business types, focusing specifically on emerging businesses between 0-100 employees
    • Maximizing coverage within the defined segment and penetrating organizations with the Ocrolus solution
    • Initiating outbound contact and with potential prospects to generate net-new pipeline
    • Qualifying inbound leads from marketing within the given segment to generate net-new pipeline
    • Providing full sales-cycle support to qualified prospects, including follow up, product information, proposals, and contracts
    • Updating and maintaining Salesforce for pipeline management, setting expectations and providing consistent communication with sales leadership
    • Identify new areas of opportunity within your segment to expose new use cases and expand product reach


    • Bachelor’s Degree in Marketing, Sales, Finance or related field
    • 2-4 years of sales experience including 1+ years of quota-carrying experience in hardware or software sales
    • Exceptional verbal and written communications skills
    • Ability to communicate effectively over the phone with high level decision makers
    • Intermediate to advanced knowledge in sales systems leveraged by Ocrolus (such as Salesforce,, Zoominfo, Sales Navigator) or similar systems
    • Ability to work self-sufficiently with limited direction in a fast-paced environment; must be a high energy, motivated self-starter
    • Ability to adapt to changes in roles and responsibilities  Bonus Points: Experience working at a hypergrowth, startup company
    • Experience working in the Fintech / financial vertical
    • Selling experience with API platforms
Life at Ocrolus

Come build the future of fintech with us. At Ocrolus, you will work with extraordinary people and receive benefits and development opportunities to empower you in and out of the office.  

Ocrolus employees enjoy flexible working hours, unlimited PTO, Appreciation holidays (last Friday of the month off), an inclusive work environment (D&I Council), and monthly wellness reimbursement for physical and mental well-being. 

We take pride in our dynamic, diverse team, unified by shared values of Ownership, Optimism, Objectivity, Humility, Urgency, and Appreciation. We love what we do and the people we do it with, which is why we welcome every individual, provide them with equal opportunity irrespective of their race, gender, gender identity, age, disability, national origin or any other legally protected rights that one has.

Launch your own Ocrolus experience today!

We look forward to hearing from you!